Master Project Record
Background
The "master" project record represents the main record that connects all other project-related records (e.g., schedule) to a project. This project record contains metadata fields for the project, which can be used for reporting across all records related to the project record. All CDOT capital program projects require a project record in PMWeb as no other PMWeb records can be used without it.
Once available, the SAP PCN number is entered into the project record, which results in data integration with SAP. SAP data is used throughout PMWeb records and reports associated with that specific project. In the future, this SAP-PMWeb "link" will allow data to be pushed from PMWeb to SAP if needed.
On this page:
Job Aids
Access and Use
Access
To access your existing project record, begin by clicking your Portfolio module menu.
Click Projects to open the Project Manager view.
In the Project Manager view, use your provided filtering options to find and select your project. Double-click the project row to open the Project Record.
You are now in your Master Project Record, where you can add SAP data integrations, update your project team, and view/update important project data as needed.
Usage
Once your Project Record (along with a Schedule and Deliverables) is created, you will return to your project record to:
Identify the correct residency
Add your SAP PCN number to integrate SAP project data
Identify associated projects (combo or companion) and the respective primary PCN
Add and update project team members using the Users tab
Update or customize your project requirements with the Responsibilities tab
Tab Guidance
Project Tabs
Your Project Record includes multiple tabs for updating important project data. Critical tabs include:
Additional Info: Houses your integrated SAP project data
Users: Identifies staff assigned to project roles and is necessary for workflow steps to be assigned to staff.
Responsibilities: Identifies the responsibilities per role
Main Tab
The following notes provide guidance on some (not all) fields and selections in the record. If you would like assistance on a field or selection not listed here, please visit our Help Page.
On the Main tab, Project Record data fields include your pre-set project information and your initial Scope, which is updated at the time of project creation. Additional fields to update:
Residency: Used to identify where this project is located within your region's structure.
Scope: Intended to capture the scope at the time of project creation and will be updated through the Project Changes record.
SAP PCN: Used to initiate SAP integration.
Associated Project: Use this field if you have more than one PCN associated with your project, either companion or combination.
Companion Project - a group of related projects that have individual PCNs advertised separately. This could mean a design project that goes to construction using multiple PCN numbers. This could also be various phases of an alternative delivery project. The “primary” project is often the design project or the project that is expected to be open the longest.
Combo Project - a set or group of projects that will be advertised together but have different funding sources and individual PCNs. The “primary” project usually has the largest funding package.
Primary PCN: Identify the primary PCN here.
FAQs
If you have an FAQ to add you know the answer to it, please submit a system idea.
If you need help with something that isn’t covered on this webpage, job aid, or website, please submit a help request.
What is integrated with SAP?
The PMWeb project record is integrated with the SAP project record by entering the SAP PCN within the header of the PMWeb project record. Integration occurs overnight each day. You can take a look at this document to see PMWeb fields that are integrated from SAP.